Kestra Advisory Services, LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1830819
AUSTIN, TX
Position in BTAL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,478,895
+$37,921 QoQ
Shares Held
392,471
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,478,895 | 392,471 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,440,974 | 378,108 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,310,434 | 333,570 | Shares | Sole | 2025-11-14 | |
| 2023-06-30 | $865,042 | 46,111 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $900,496 | 44,142 | Shares | Sole | 2023-05-12 | |
| 2020-12-31 | $363,931 | 19,074 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||